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GlobalData TS Lombard: Perkins Vs Beamish
GlobalData TS Lombard: Perkins Vs Beamish

Is America Great Again?

35 min4 juli 2025

Om avsnittet

Happy 4th of July to our US listeners!

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:


1.    Why are investors punishing the dollar and not the S&P?

2.    Big jobs number. No Fed cut until November?

3.    Are we now in a regime of fiscal dominance?

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